Morningstar - Managed portfolio tool

Investment provider Strategy Morningstar category Platform availability Max. Discretionary Management Fee

Morningstar Portfolio Risk Score™ Morningstar Sustainability Rating™

Holdings based return calculated up-to: 28/02/2025

Overview Performance Fees Portfolio Risk Sustainability Product involvement

	Morningstar Category				Platforms
AJ Bell Active MPS 4	GBP Allocation 60-80% Equity	51.22	5.93	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 5	GBP Allocation 80%+ Equity	57.49	6.83	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS 6	GBP Allocation 80%+ Equity	61.37	6.18	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 1	GBP Allocation 40-60% Equity	43.19	5.45	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Active MPS Income 2	GBP Allocation 80%+ Equity	57.04	6.82	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 1	GBP Allocation 20-40% Equity	23.50	2.95	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 2	GBP Allocation 40-60% Equity	31.99	4.27	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 3	GBP Allocation 60-80% Equity	42.78	5.84	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 4	GBP Allocation 60-80% Equity	50.44	7.06	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 5	GBP Allocation 80%+ Equity	57.37	8.55	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS 6	GBP Allocation 80%+ Equity	64.70	7.00	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 1	GBP Allocation 40-60% Equity	44.01	5.41	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Passive MPS Income 2	GBP Allocation 80%+ Equity	58.02	7.23	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 1	GBP Allocation 20-40% Equity	26.87	2.28	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 2	GBP Allocation 40-60% Equity	36.09	3.01	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 3	GBP Allocation 60-80% Equity	46.86	3.54	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 4	GBP Allocation 60-80% Equity	55.48	4.24	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 5	GBP Allocation 80%+ Equity	63.02	5.13	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
AJ Bell Responsible MPS 6	GBP Allocation 80%+ Equity	71.25	4.09	0.15	abrdn Wrap Quilter Transact AJ Bell Investcentre Aviva Morningstar Wealth
Alpha Beta AB1 Core	GBP Allocation 20-40% Equity	27.82	2.51	0.20	abrdn Wrap Quilter Transact Fidelity Adviser Solutions Aviva Wealthtime Aegon ARC Scottish Widows Fundment

If you are looking for a Portfolio or even Management firm that is not currently listed, they maybe onboarding, please email us at mpdbonboarding@morningstar.com requesting the status of the Portfolio or Provider and we will confirm the status or request the necessary data from them.

Equally if you are a Management firm and would like to list your products, email us at mpdbonboarding@morningstar.com

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